IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.2M
3
+$6.87M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$5.84M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.48M

Top Sells

1
+$25.4M
2
+$21.1M
3
+$17.4M
4
T icon
AT&T
T
+$15.6M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

Sector Composition

1 Technology 5.95%
2 Financials 4.52%
3 Consumer Discretionary 4.29%
4 Communication Services 3.18%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$32K ﹤0.01%
391
-338
1077
$32K ﹤0.01%
1,101
-4,514
1078
$32K ﹤0.01%
682
+220
1079
$32K ﹤0.01%
1,750
+990
1080
$32K ﹤0.01%
+740
1081
$32K ﹤0.01%
733
-391
1082
$31K ﹤0.01%
1,400
-26,190
1083
$31K ﹤0.01%
600
-29
1084
$31K ﹤0.01%
433
-220
1085
$31K ﹤0.01%
1,495
-9,287
1086
$31K ﹤0.01%
1,093
-20,033
1087
$31K ﹤0.01%
800
-19,026
1088
$31K ﹤0.01%
186
-2,363
1089
$31K ﹤0.01%
4,031
-24,772
1090
$31K ﹤0.01%
450
+350
1091
$31K ﹤0.01%
295
+123
1092
$30K ﹤0.01%
308
-387
1093
$30K ﹤0.01%
502
-17,637
1094
$30K ﹤0.01%
567
+259
1095
$30K ﹤0.01%
109
+48
1096
$30K ﹤0.01%
+972
1097
$30K ﹤0.01%
622
-3,563
1098
$30K ﹤0.01%
1,802
-3,147
1099
$30K ﹤0.01%
414
-52,030
1100
$30K ﹤0.01%
197
-7,732
42 43
44
45 46